See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,269 | $99,640-36.5% | $86,436-26.8% | $134,475-53.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -1.34% | 6782.58%-6783.9pp | 4394.89%-4396.2pp | 417.96%-419.3pp |
| Employer contribution / active EE | $4,117 | $4,400-6.4% | $3,769+9.2% | $4,740-13.1% |
| Participant deferral / active EE | $3,528 | $7,246-51.3% | $6,952-49.2% | $6,400-44.9% |
| Admin fee / account holder | $744 | $8,371-91.1% | $6,731-88.9% | $11,426-93.5% |